Clarity Wealth Development LLC
- SEC CIK
- 0002048774
- 最新申報
- 2026/7/27
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/22 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 44
- 較 2025 年第 4 季 −1
- 總值
- $1.23 億
- 較 2025 年第 4 季 +$430.6 萬 (+3.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 75,471 | $2,421 萬 | 19.8% | +4,156+5.8% | 加碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 480,383 | $1,683 萬 | 13.7% | +27,016+6.0% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 220,754 | $1,415 萬 | 11.5% | +7,844+3.7% | 加碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 444,172 | $1,106 萬 | 9.0% | +57,395+14.8% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 237,375 | $820.1 萬 | 6.7% | +13,327+5.9% | 加碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 151,141 | $596.1 萬 | 4.9% | +5,121+3.5% | 加碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 178,255 | $473.8 萬 | 3.9% | +7,014+4.1% | 加碼 | – |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 111,062 | $401.0 萬 | 3.3% | −427−0.4% | 減碼 | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 129,802 | $325.3 萬 | 2.7% | +2,625+2.1% | 加碼 | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 71,281 | $321.2 萬 | 2.6% | +557+0.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 11,452 | $290.6 萬 | 2.4% | −40−0.3% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 25,984 | $215.0 萬 | 1.8% | +665+2.6% | 加碼 | – |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 58,000 | $213.1 萬 | 1.7% | −618−1.1% | 減碼 | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 39,189 | $204.5 萬 | 1.7% | +696+1.8% | 加碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 57,314 | $164.3 萬 | 1.3% | −3,577−5.9% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 18,152 | $143.9 萬 | 1.2% | +342+1.9% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 3,530 | $130.7 萬 | 1.1% | −100−2.8% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 15,489 | $109.8 萬 | 0.9% | −372−2.3% | 減碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 13,510 | $108.9 萬 | 0.9% | −549−3.9% | 減碼 | – |
| Vanguard World FD921910691 | ESG US CORP BD | 14,739 | $92.6 萬 | 0.8% | +454+3.2% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 6,900 | $68.9 萬 | 0.6% | −367−5.1% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 675 | $67.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 12,562 | $66.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,017 | $64.9 萬 | 0.5% | −301−9.1% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 1,987 | $57.0 萬 | 0.5% | −134−6.3% | 減碼 | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 5,971 | $56.5 萬 | 0.5% | −584−8.9% | 減碼 | – |
| HONHoneywell International Inc | COM | 2,383 | $53.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 5,430 | $52.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 993 | $49.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 740 | $48.3 萬 | 0.4% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 1,445 | $43.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 9,246 | $42.1 萬 | 0.3% | −345−3.6% | 減碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 4,527 | $41.2 萬 | 0.3% | −37−0.8% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 2,753 | $39.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 660 | $38.1 萬 | 0.3% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 1,280 | $36.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 2,800 | $26.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 527 | $25.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 403 | $24.4 萬 | 0.2% | +403 | 新進 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 557 | $24.3 萬 | 0.2% | −17−3.0% | 減碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 4,507 | $23.8 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,143 | $22.7 萬 | 0.2% | −27−1.2% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 1,262 | $21.4 萬 | 0.2% | +1,262 | 新進 | 歷史 |
| BABoeing Co | Stock | 1,013 | $20.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
2025 年第 4 季之後清倉（3 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。